Summit Financial Strategies, Inc. - DIREXION SHS ETF TR ownership

DIREXION SHS ETF TR's ticker is SPXL and the CUSIP is 25459W862. A total of 92 filers reported holding DIREXION SHS ETF TR in Q4 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
Q3 2023$395,145
-13.1%
5,0530.0%0.08%
-11.8%
Q2 2023$454,669
+23.0%
5,0530.0%0.08%
+16.4%
Q1 2023$369,779
+17.8%
5,0530.0%0.07%
+7.4%
Q4 2022$313,842
+22.1%
5,053
+5.2%
0.07%
+11.5%
Q3 2022$257,000
-18.4%
4,8030.0%0.06%
-17.6%
Q2 2022$315,000
-29.4%
4,803
+29.0%
0.07%
-17.8%
Q1 2022$446,000
-1.5%
3,723
+18.0%
0.09%
+3.4%
Q4 2021$453,000
+4.9%
3,156
-21.9%
0.09%
+4.8%
Q3 2021$432,000
-2.7%
4,041
-3.0%
0.08%
-5.7%
Q2 2021$444,000
+25.4%
4,1650.0%0.09%
-30.7%
Q1 2021$354,000
+23.8%
4,165
+5.0%
0.13%
+29.6%
Q4 2020$286,000
+11.3%
3,965
-18.9%
0.10%
-6.7%
Q3 2020$257,000
+26.0%
4,8890.0%0.10%
+15.4%
Q2 2020$204,000
-39.6%
4,889
-4.5%
0.09%
-44.8%
Q4 2019$338,000
+26.1%
5,1200.0%0.16%
+27.9%
Q3 2019$268,000
+30.7%
5,120
+28.1%
0.13%
+29.0%
Q2 2019$205,000
-21.2%
3,998
-28.2%
0.10%
-24.2%
Q1 2019$260,000
-10.7%
5,570
+4.2%
0.13%
-0.8%
Q3 2018$291,000
+22.3%
5,3480.0%0.13%
+14.7%
Q2 2018$238,000
+7.7%
5,3480.0%0.12%
+1.8%
Q1 2018$221,000
+2.3%
5,348
+9.9%
0.11%
+0.9%
Q4 2017$216,0004,8680.11%
Other shareholders
DIREXION SHS ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
PPSC Investment Service Corp 2,517,400$196,860,68046.10%
Wealthstar Advisors, LLC 716,635$56,040,84721.54%
Gainplan LLC 130,000$10,166,00014.14%
CPR Investments Inc. 37,746$2,951,7373.17%
PayPay Securities Corp 870$68,0343.11%
Howard Capital Management Inc. 236,206$18,471,3212.49%
Westwood Wealth Management 30,700$2,400,7401.59%
Impala Asset Management LLC 20,000$1,564,0001.37%
LifeGuide Financial Advisors, LLC 14,709$1,150,2440.67%
Insight Wealth Partners, LLC 33,104$2,588,7520.50%
View complete list of DIREXION SHS ETF TR shareholders